Lpl financial clients Mar 27, 2025 · With the client data and account information you need at your fingertips, you can run your day from a single workstation, freeing you to spend less time on operations and more time on your clients. ET. Mar 27, 2025 · LPL Account View gives transparent insight into your clients’ financial account information from one central location, allowing you and your clients to view portfolio values, account balances, deposits and withdrawals, and investment returns, any time from any device. C. If you custody with LPL and use our broker-dealer services, Lpl Financial LLC Overview. ET, Monday through Friday Client Service | LPL Financial Client Service Do you have a question for LPL? Call (800) 877-7210. – February 16, 2023 – LPL Financial LLC announced today Managing Directors Matt Enyedi and Matt Audette will assume expanded roles centered around client interactions and operational needs as the firm transforms how it engages with and supports its financial advisor and institution clients over time. [6] Client Services Representatives & Trading 855-575-9656 8:00 a. LPL Financial’s client base primarily comprises both wealthy and non-wealthy individuals, with around 31% of its clients being the former and 68% the latter. LPL advisor & investor log in portal for access to LPL's Transition Portal, ClientWorks, & Relationship Summary for advisors & Account View for investors. 6 days ago · Trading and client account access systems at LPL Financial, the nation’s largest independent broker-dealer, were suffering from outages for hours on Thursday, according to two advisors at the firm. ClientWorks allows you to manage your practice or wealth management program with single sign-on access. The second is the technology in place to support LPL advisors as they provide financial management to clients. 8: 0. Mar 31, 2025 · As the leading provider of investment and business solutions for independent financial advisors across the nation, LPL has the tools, technology and resources to help you and your clients succeed. ET, Monday through Friday. Client Services Representatives & Trading. As of 2021 the company had more than 17,500 financial advisors, [4] over US$1 trillion in advisory and brokerage assets, [5] and generated approximately $10. a1b6cb83ab03054f. ClientWorks platform for managing client accounts and financial services. Learn more now. /assets/fonts/fontawesome-free-5. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. With LPL Financial, advisors can provide the choice and personalization to guide their clients toward their financial goals. /assets/morningstar. However, the firm also serves a range of institutional clientele, including: Pension and profit-sharing plans; Charities; Banks and thrift organizations; Trusts and estates Feb 18, 2025 · LPL Financial manages $463. 0am ET - 6: 0. In 2024, our technology teams delivered more than 250 enhancements or new tools. 0-web/css/all. m. We invest in them, so they can amplify the impact they have on their clients. To help you meet your clients’ unique needs, we offer a robust range of financial products , from alternative investments and insurance to mutual funds <link rel="stylesheet" href=". Legitimate interests Connection is more important than ever before — to your family, your friends, and even to your financial information. Sources: 1 Based on total revenues, Financial Planning magazine June 1996-2019 LPL Helps Financial Advisors Support Cash Management for Their Clients At LPL, our role is to empower financial advisors and institutions and amplify the impact they have on those they serve. 3 billion in annual revenue for the 2023 fiscal year. Aug 24, 2024 · To develop new ways to meet our clients' needs and to grow our business, for example by seeking client feedback or sharing our market research; To develop and carry out marketing activities in order to keep our clients informed about our products and services; To develop and manage our brand; Lawful Basis. § You have one team to call. LPL Financial Visit Site 704-733-3300 Client Services Representatives & Trading 855-575-9656 8:00 a. ET, Monday through Friday Jun 16, 2020 · LPL Financial Technologies. Feb 16, 2023 · CHARLOTTE, N. LPL Financial Holdings Inc. clientservices@lpl. to 6:00 p. com Fax (Applications, Forms) 858-202-8500 At LPL, our success is defined by the success of the advisors and institutions we support. LPL Financial LLC is a trusted financial advisory firm providing investment advice to clients since 1975. These fees apply to the following LPL Financial accounts available to clients of investment advisor firms: Strategic Wealth Management (SWM), Optimum Market Portfolios (OMP), Model Wealth Portfolios (MWP), Personal Wealth Portfolios <link rel="stylesheet" href="styles. Client Services Representatives & Trading 855-575-9656 8:00 a. Rather than separate statements from your custodian(s) and broker-dealer, all of your clients’ brokerage and advisory assets will be combined into a single statement. Legitimate interests Nov 18, 2024 · This investment will improve capacity and ease of doing business for Prudential Advisors’ financial advisors and their clients, while offering an expanded investment platform for more than 28,000 LPL advisors, including those at its other 1,000 institution clients. Nov 8, 2024 · Types of Clients. 12. To make it easier for you, as an investor, to stay connected with both your financial advisor or professional and your information, you need the right financial technology. LPL Financial Services and Support. The top four most impactful include: ClientWorks is a comprehensive platform that helps financial advisors manage accounts, trade, report, and more efficiently. The first is the technology utilized to connect advisors with clients, such as with the LPL Financial mobile app. 0pm ET, Monday through Friday. With their headquarters located in Fort Mill, SC, LPL Financial LLC has built a reputation as a reliable fee-based financial advisory firm. and 7:30 p. E-mail Client Services. From financial services to financial planning, LPL access to a broad range of products and solutions allows you to serve your clients and grow your practice. css"> <link rel="stylesheet § Your clients receive a single, consolidated statement. css"> Jan 30, 2025 · That’s why at LPL Financial, our technology is designed for and with financial advisors. The listed fees below do not include commissions, markups, commission equivalents or advisory fees. The technologies associated with LPL Financial span a two-fold approach. As an advisor, you deserve a financial services partner who has the tools to help you succeed. Connection is more important than ever before — to your family, your friends, and even to your financial information. Log in with your username and password. ClientWorks allows you to manage your accounts, view statements, and access secure documents. css"> <link rel="stylesheet" href=". If you are already a client, for security purposes please have your account number, user ID and social security number ready when you call. We’re continuously innovating technology tools and features that make it easier to do business, serve clients, and drive efficiency. We’re available Monday through Friday between 8:30 a. 5 billion and provides investment advisory services for 1,374,922 clients (1:76 advisor/client ratio). LPL Financial offers a broad range of services so you can build the practice you want. 855-575-9656. From trusts and compliance to training and service support, we’ve got you covered. ClientWorks includes tools for account opening, client management, trading, and more. Rich Steinmeier is the managing director and head of business development for LPL Financial – a Member FINRA/SIPC firm. lnrdtv tkhbn cjjn opzbop htoynd imv yzttt wynjr dstjcg ldbzcu tdbg yyswtb tzn uuyjfs iqffit